Janney Montgomery Scott
CFSB

Janney Montgomery Scott’s CFSB Bancorp CFSB Stock Holding History

Janney Montgomery Scott’s Portfolio CFSB Stock Details CFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,000
Closed -$81K – 2578
2022
Q4 		$81K Hold
10,000
– – ﹤0.01% 2491
2022
Q3 		$88K Hold
10,000
– – ﹤0.01% 2417
2022
Q2 		$92K Buy
+10,000
New +$95.3K ﹤0.01% 2248

Other funds holding CFSB

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott's CFSB Position: Q1 2023 in Review

Janney Montgomery Scott sold out of CFSB Bancorp (CFSB) in Q1 2023, closing a stake of 10,000 shares — an estimated $81K sold.

Janney Montgomery Scott first reported a position in CFSB in Q2 2022 and held it in 3 quarters. The position peaked at $92K in Q2 2022. 10 funds tracked by Wall St. Rank hold CFSB as of Q1 2023.

  • Janney Montgomery Scott reported no remaining CFSB Bancorp position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,000 CFSB Bancorp shares in Q1 2023, an estimated $81K.
  • Janney Montgomery Scott first reported a position in CFSB Bancorp in Q2 2022 and held it in 3 quarters.
  • Janney Montgomery Scott's CFSB Bancorp position peaked at $92K in Q2 2022.
  • 10 funds tracked by Wall St. Rank held CFSB Bancorp as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.